Patrons
Enhancing Koha Patron Search with Notes
Patron Search Patron search is a valuable tool for staff to look for patrons fitting a defined criteria. It is important to understand exactly how this feature works. With improper settings a patron search can inadvertently cause too much strain on ...
Notices in Koha
Notices are a powerful way to communicate with patrons about their checked-out materials, holds, renewals, etc. Koha has many options for customizing the notices and customizing how they are delivered, both through settings configuration and through ...
Managing Patron Accounts
Koha has many options and tools for managing patron accounts. Customize the Patron Registration Form Libraries can customize which patron fields display on the form, which fields are mandatory and which fields are collapsed within the patron detail ...
Managing Patron Accounting
The patron accounting tab in the patron account is where all financial transactions for a patron are handled and recorded. Refund Lost Returns A system preference allows you to specify the number of days a refund will not be issued when a lost item ...
Guarantors and Guarantees
Koha has the ability to link patrons. This type of linking is for financial responsibility over materials and fines. An example of these linked relationships are parent-child, organization-employee, and others. These relationships are called ...
Setting Up Self Registration
There are several system preferences that are tied to setting up Self Registration. System Preferences PatronSelfRegistration PatronSelfRegistrationBorrowerMandatoryField PatronSelfRegistrationBorrowerUnwantedField ...
Automatically Place and Remove Fine-Based Restrictions
In addition to adding restrictions based on items' overdue status with the Restrict option in Overdue notice/status triggers, libraries sometimes want to restrict patrons based solely on the amount of money they owe, regardless of items' overdue ...
Patron Privacy
Libraries perpetually balance our patrons' right to privacy against our organizational need for usage data. The best way to ensure patron data is not compromised is to not keep it in the first place, but we need some level of data to ensure we know ...
Patron Notes and Messages
Notes and messages on patron accounts can be staff facing or patron facing. As of 24.05, custom emails can be generated from patron accounts. Using and customizing notes and messages is documented in the Koha manual. Internal notes and messages OPAC ...